Nkhani - Makampani otumiza katundu m'magalimoto akuyembekezeka kukhala ndi chaka chopindulitsa kwambiri kuyambira pomwe mliri wa Covid unayamba

Makampani ogulitsa zombo zonyamula katundu ali panjira yoti akhale ndi chaka chopindulitsa kwambiri kuyambira pomwe mliriwu unayamba. Data Blue Alpha Capital, yotsogozedwa ndi John McCown, ikuwonetsa kuti ndalama zonse zomwe makampani ogulitsa zombo zonyamula katundu adapeza mu kotala lachitatu zinali $26.8 biliyoni, kuwonjezeka kwa 164% kuchokera pa $10.2 biliyoni zomwe zidanenedwa mu kotala lachiwiri.
Poyerekeza ndi kotala lachitatu la chaka chatha, ndalama zonse zomwe zapezeka mu kotala lino zakwera ndi $24 biliyoni, kapena 856%, kuchokera pa $2.8 biliyoni.
Kuchokera pagawo lachitatu la magawo atatu, ndalama zokwana $26 biliyoni zomwe zapezeka ndi zochuluka kuwirikiza kawiri kuposa ndalama zomwe makampani otumiza ziwiya amapeza pachaka chaka chilichonse mliriwu usanachitike.
Ndalama zopambana kwambiri mu 204 zachitika chifukwa cha vuto la sitima zapamadzi ku Red Sea komanso kuchuluka kwa malonda m'njira zonse zamalonda.
Ndalama zomwe zapezeka mu kotala lachitatu la $26.8 biliyoni ndi zowirikiza kawiri ndalama zomwe makampani otumiza ziwiya amapeza pachaka chaka chilichonse mliriwu usanachitike.

Akatswiri a Linerlytica, pofufuza makampani otumiza katundu padziko lonse lapansi, adawona kuti phindu la EBIT la makampani asanu ndi anayi akuluakulu otumizidwa ku kampani linawonjezeka kuchoka pa 16% mu kotala lapitalo kufika pa 33%. Komabe, pali kusiyana kwakukulu pakati pa omwe adachita bwino kwambiri ndi omwe adachita bwino kwambiri, pomwe Hapag-Lloyd ndi Maersk ali kumbuyo kwambiri kwa anzawo. Mtengo wapakati wa EBIT womwe ogwirizana nawo awiriwa adapangidwa kumene mu Gemini Alliance unali 23%, wochepera theka la phindu la 50.5% la Evergreen.
Mu lipoti la dzulo, Blue Alpha Capital inati, "Pali zizindikiro zosonyeza kuti kotala lachitatu la 24 ndi pachimake, koma pali zinthu zambiri zomwe zachitika posachedwapa." Katswiri wa Sea-Intelligence ali ndi lingaliro lomweli, ponena mu lipoti lawo la sabata laposachedwa: "Tsopano tadutsa bwino kwambiri pachimake cha 2024, chomwe chinachirikizidwa ndi vuto la Nyanja Yofiira."
Ngakhale kuti ma spot indices osiyanasiyana atsika poyerekeza ndi ma highs aposachedwa, Blue Alpha Capital ikuyembekeza kuti ndalama zambiri zipezeke mu kotala lachinayi, zomwe zikuchitika zikutsimikiziridwa m'madoko padziko lonse lapansi.
Mwachitsanzo, madoko awiri akuluakulu ku United States, madoko a Los Angeles ndi Long Beach, adakhazikitsa mbiri yatsopano mu Okutobala.
Mkulu wa ku Los Angeles Port, Gene Seroka, anati, "Kuchuluka kwa katundu wolemera komanso wokhalitsa kukuyembekezeka kupitirira m'miyezi ikubwerayi chifukwa cha kuchuluka kwa ogula, chaka chatsopano choyambilira, nkhawa za otumiza katundu ochokera kunja pankhani ya mavuto osathetsedwa a ogwira ntchito m'mphepete mwa nyanja ya kum'mawa, komanso mitengo yatsopano yomwe ingakweze ndalama zoyendera chaka chamawa."
Lipoti laposachedwa, kampani yamalonda ya Braemar idati, "Msika wamakono suyendetsedwa ndi kufunikira kokha komanso ndi zinthu zingapo zosagwira ntchito bwino zomwe zikupangitsa kuti misika yonyamula katundu ndi yobwereketsa ikhale yogwira ntchito."
Kutulutsidwa kwa Drewry Container Composite Index lero kwatsika ndi $28 kufika pa $3,412.8 pa FEU iliyonse, kutsika ndi 67% kuposa kuchuluka kwa mliri wa $10,377 mu Seputembala 2021, koma kukwera ndi 40% kuposa avareji ya $1,420 isanafike mliri mu 2019.